Dimon is the new Bufett letter, are things worse now, why you shouldn’t mix A players with C players, and more things I chewed on last week
Michael Batnick
Worry About the Right Things
Risk is inevitable
These Are the Goods
AI, being famous, more AI, and more things I chewed on last week
Hike, Pause, Cut
The market is telling the fed to relax
These Are the Goods
A substantial fed failure,
Bitcoin Versus Banks
Something happened in crypto this week that has never happened before. It acted as a safe haven. Prior to the most recent period, every time the market fell, Bitcoin fell more. A few examples below: From January 2018 through April 2018, the S&P 500 fell 10%. Bitcoin fell 35% over the same time. From September…
Stocks Aren’t Going Down. Why?
Banks fail, fed hikes, stocks gain.
These Are the Goods
This week was all about the banks
What Does the Market Think?
Everyone has an opinion, what does the market think?
Whose Fault is it Anyway
It’s never a single point of failure
